Best 3Roots Wealth Partners Llc Apps

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Public: Invest & Trade

Stocks, Crypto, Options, Bonds

Free

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Arvest Wealth Portal

By Arvest Wealth Management

Free

Securely view investment accounts, statements, and tax forms 24/7. Optimized for mobile, it offers quick login, portfolio overviews, detailed holdings, and transaction history filtering. Set up custom alerts for securities and download tax forms for software.

Alphanso Wealth

Financial planning & advisory

Free

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

SimplePractice Client Portal

Access your care with ease

Free

Manage your healthcare appointments, messages, and payments from one secure app. Connect with your practitioner, complete paperwork digitally, and join virtual appointments with ease.

Buildertrend

Construction Management App

Free

Streamline construction projects and business operations. This platform helps professionals reduce delays, minimize communication errors, and enhance client satisfaction. Manage projects, finances, and team collaboration from anywhere.

Primerica Online

Representative App

Free

This app empowers financial representatives to manage and grow their business remotely. Access client tools for insurance and investments, training materials, and business management features. Stay connected with company news and social media resources.

SimplePractice for Clinicians

Practice Management Software

Free

Manage your practice on the go with intuitive tools for scheduling, client management, and administrative tasks. This HIPAA-compliant app offers a streamlined experience for clinicians to connect with clients, manage appointments, and access client information securely from their mobile devices.

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Free

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

Contractor+ Invoice & Estimate

CRM, Phone, Pay, Field Service

Free

Streamline your contracting business with tools for creating professional estimates, sending invoices, and managing projects. Offer client financing, track team time and mileage, and collect payments easily. Showcase completed work and gather client reviews to grow your business.

AppSheet

Make apps yourself. Code-free.

Free

Build custom mobile apps, web apps, and chatbots without coding. Connect to your cloud data to create forms, capture information, and automate workflows for various business needs.

Fidelity Investments

Invest, save, plan in one app.

Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

App Studio: Create an app

for Businesses, Orgs and Teams

Free

Easily create professional mobile web apps for your business, organization, or event without any coding knowledge. Design custom menus, add social feeds, integrate e-commerce, and publish your app.

National Life Group

Your policy on the go.

Free

Securely access and manage your life insurance and annuity policies from your mobile device. View policy details, make payments, set up autopay, and track transactions. Stay connected with agent contact information and receive important alerts.

Canopy Client Portal

Secure client interactions

Free

Securely share files and exchange information with your accountant. Manage your to-do list, upload necessary documents, and ask questions directly to your tax professional through an intuitive mobile interface.

Client Access

by Raymond James Financial, Inc.

Free

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.